DriveWealth

DriveWealth

Client Services Specialist

Office - Chicago · Contract

No sponsorship$90k-$100kDetected 15 hours ago
A/B TestingComplianceCadence

About the role

  • The Client Services Specialist is a critical role responsible for ensuring the operational excellence and seamless experience of DriveWealth's global B2B clients.
  • Success in this role means not only resolving client issues quickly and accurately but also strengthening operational processes and ensuring regulatory adherence.

Responsibilities

  • Serve as the primary point of contact for escalated support inquiries from clients, ensuring timely, accurate, and service-oriented responses.
  • Build strong rapport with clients by providing consistent, high-quality support and proactive communication.
  • Support the development of client-facing Help Center content, FAQs, and internal documentation to reduce recurring escalations.
  • Work cross-functionally with Client Onboarding and Relationship Management teams to create a seamless support model for current and future clients.
  • Create a collaborative working relationship with the Engineering team to enhance the automation of back-office systems and workflows.
  • Conduct meetings with the Compliance and Legal Departments to review, maintain, and update the firm's written supervisory procedures related to operational support and applicable laws, rules, and regulations.
  • To maintain the speed our partners expect, our New York, Chicago, and Lithuania teams work in office on a hybrid schedule.
  • DriveWealth does not provide visa sponsorship or support for employment authorization, including transfers, at this time.
  • Offers of employment are strictly contingent upon an individual's ability to secure and maintain the legal right to work at the Company.
  • We seek AI-curious talent who are proactive about using emerging tools to increase signal quality, reduce friction, and improve outcomes to deliver products faster, provide better service to our partners, and to streamline processes.

Requirements

  • Applicants must be authorized to work for any employer in the U.S. DriveWealth does not sponsor or take over sponsorship of an employment visa at this time.
  • Applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future visa sponsorship.
  • Minimum 3+ years of experience in Financial Services and/or Fintech, with specific experience in self-clearing, omnibus clearing, or correspondent clearing relationships.
  • For US-based roles: Applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future visa sponsorship.

Compensation

  • $90,000 - $100,000 USD
  • To support that work, we provide competitive compensation, equity, and a 401(k) match.

Benefits

  • Participate in weekend support coverage (at least one weekend day ongoing).
  • We also offer Medical insurance, Dental insurance, Vision insurance, Disability insurance, and Paid Parental Leave, along with a wellness reimbursement, a company-provided phone, and a personal development allowance.
  • Finally, we value the time you spend away from the office with generous Paid Time Off (PTO) and observed holidays.

Company info

  • DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
  • There's never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!
  • DriveWealth is on a mission to make investing easier.
  • We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems.
  • We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world.
  • Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices.
  • Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership.
  • DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
  • There's never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity.
  • Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street.
  • We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do.
  • Join us and help build the future of global investing!

Visa & Work Authorization

  • Applicants must possess the legal right to work in the country where the position is located at the time of application.
  • DriveWealth requires all employees to provide original documentation verifying their work authorization on or before their first day of employment.
  • For US-based roles: Applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future visa sponsorship.
  • DriveWealth does not provide visa sponsorship or support for employment authorization, including transfers, at this time.
  • Offers of employment are strictly contingent upon an individual's ability to secure and maintain the legal right to work at the Company.
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This listing is sourced directly from DriveWealth's careers page and normalized into a canonical job model.